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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Beryl Lewis is a financial advisor registered with Ameriprise Financial Services, LLC. Albert is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC since 2002. Albert has held previous positions with IDS LIFE INSURANCE COMPANY and RAYMOND JAMES & ASSOCIATES, INC.. Albert is currently registered with the state of Florida and licensed to offer securities and investment advisory services in Arizona, Florida, Georgia, Illinois, Indiana, Mississippi, North Carolina, South Carolina, Tennessee, and Virginia. Albert’s experience in the financial services industry dates back to 2002. Albert focuses on providing financial planning, pension consulting, and educational seminars for clients. Ameriprise Financial Services, LLC manages over $479 billion in assets and has offices throughout the country. Ameriprise Financial Services, LLC provides a variety of investment advisory services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Ameriprise Financial Services, LLC works with a diverse clientele including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state and municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
10/23/2002 - Present
Ameriprise Financial Services, LLC (Seminole FL)
MN
10/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/16/2002 - 09/06/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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